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Charles Patrick Carmona

RENA ADVISORS LLC·PEARL RIVER, New York
SIE, Series 7, Series 63, Series 65, Series 79Clean record16 years registeredRENA ADVISORS LLC
1 BLUE HILL PLAZA, PEARL RIVER, NY 10965CRD# 2446429Firm CRD# 164431

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Charles Patrick Carmona · PEARL RIVER, NY
Registration
CRD #2446429 · RENA ADVISORS LLC · 16 years registered
Brand Profile
Not yet started
01

Career History

WESTMORE ASSET MANAGEMENT
Aug 2021 – present
UBS FINANCIAL SERVICES INC.
Jan 2010 – Jul 2012
WEEHAWKEN, NJ
UBS INTERNATIONAL INC.
Dec 2009 – Jan 2010
NEW YORK, NY
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 63
Series 65
Series 79
Registration record
First registered · December 22, 2009
Years registered · 16
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
RENA ADVISORS LLC
CRD 164431 · SEC 801-77110
AUM
$49M
Regulatory assets under management
Employees
1
52 client accounts
Services offered by RENA ADVISORS LLC
Per Form ADV
Portfolio management (individuals)
Security ratings or pricing services
Other
Client types served by the firm
Per Form ADV
Individuals
View all advisors at RENA ADVISORS LLC →
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05

Frequently Asked Questions

What services does Charles Patrick Carmona offer?
Charles Patrick Carmona specializes in Investment Management. Contact their office in PEARL RIVER, New York for a consultation.
What are Charles Patrick Carmona's credentials?
Charles Patrick Carmona is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Charles Patrick Carmona located?
Charles Patrick Carmona is based in PEARL RIVER, New York, working with RENA ADVISORS LLC. Their office serves clients in the PEARL RIVER metropolitan area and surrounding communities.
How does Charles Patrick Carmona charge for services?
Charles Patrick Carmona's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is RENA ADVISORS LLC?
RENA ADVISORS LLC has approximately 1 employees and manages $49M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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